Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-14,429
Closed -$1.32M 437
2021
Q1
$1.32M Sell
14,429
-6,588
-31% -$603K 0.04% 327
2020
Q4
$1.76M Sell
21,017
-16,549
-44% -$1.39M 0.07% 297
2020
Q3
$2.69M Sell
37,566
-436
-1% -$31.2K 0.13% 207
2020
Q2
$2.47M Sell
38,002
-1,460
-4% -$94.9K 0.12% 218
2020
Q1
$1.58M Buy
39,462
+2,324
+6% +$93.1K 0.09% 245
2019
Q4
$1.67M Sell
37,138
-874
-2% -$39.3K 0.06% 285
2019
Q3
$1.73M Buy
+38,012
New +$1.73M 0.07% 272